Things We Read This Week - Jordan Nanos & Hunter Almgren

ClusterMAX: https://www.clustermax.ai/ and https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/

Microsoft can't guarantee data sovereignty https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/

Coding challenge https://techcrunch.com/2025/07/23/a-new-ai-coding-challenge-just-published-its-first-results-and-they-arent-pretty/

Matt Berman show appearance: https://x.com/forward_future_/status/1956733158453596533

Does AI have ROI? It's all soft cost: https://www.theregister.com/2025/08/18/generative_ai_zero_return_95_percent/?td=rt-3a

GPT-5 skipping benchmarks https://x.com/SemiAnalysis_/status/1955028150217478177K prize: https://www.kaggle.com/competitions/konwinski-prize/leaderboard

WSJ thing https://www.wsj.com/tech/ai/the-new-chips-designed-to-solve-ais-energy-problem-1ba9cac1 and https://x.com/JordanNanos/status/1949883300576928202

Sam is open to ads https://mashable.com/article/openai-ceo-sam-altman-open-to-ads-on-chatgpt-one-day

- security issues with agentic AI in the linux kernel

- 10x Engineers but no 10x better applications yet? 10x better slop

- AI generated ads?

- Zucc poaching researchers like they're athletes

- Soram Parekh

- Google/Perplexity are killing site referals thanks to AI summaries

- future of AI ads

- The network is the computer (DPUs)

https://www.iea.org/data-and-statistics/data-tools/energy-and-ai-observatory?tab=Energy+for+AI

https://simonwillison.net/2025/Jun/5/openai-court-order/

https://x.com/BenShindel/status/1935486311382556922

https://arxiv.org/pdf/2506.08872

https://x.com/thedanigrant/status/1932584270624927814?s=46

https://x.com/swyx/status/1935468206019461470?s=46

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic

https://techcrunch.com/2025/05/27/ai-may-already-be-shrinking-entry-level-jobs-in-tech-new-research-suggests/

https://www.oligo.security/blog/vibe-coding-shipping-features-or-shipping-vulnerabilities

https://simonwillison.net/2025/May/26/github-mcp-exploited/

https://www.anthropic.com/news/constitutional-classifiers

https://x.com/sam_paech/status/1928187246689112197

https://finance.yahoo.com/news/mark-zuckerberg-says-ai-could-182849726.html?guccounter=1

https://www.theregister.com/2025/01/13/anexia_vmware_to_kvm_migration/?td=rt-3a

https://x.com/emollick/status/1879633485004165375

https://www.microsoft.com/en-us/research/blog/mattergen-a-new-paradigm-of-materials-design-with-generative-ai/

https://x.com/mankaran32/status/1879965574731849833?s=46

https://x.com/dylan522p/status/1880379652054901175?s=46

https://www.cnbc.com/2025/01/21/mistral-ceo-thinks-the-world-will-move-beyond-ai-models-this-year.html

https://www.cbsnews.com/news/trump-announces-private-sector-ai-infrastructure-investment/

https://x.com/ns123abc/status/1882085592135237737?s=46

https://x.com/paul_cal/status/1882111659927556535?s=46

https://x.com/miles_brundage/status/1882215297006088262?s=46

https://arxiv.org/abs/2412.19437

https://x.com/alexocheema/status/1872445986041143419?s=46

https://www.nvidia.com/en-us/project-digits/

https://www.cnbc.com/2025/01/08/nvidia-ceo-jensen-huang-is-dead-wrong-about-quantum-d-wave-ceo.html

https://techcrunch.com/2025/01/05/openai-is-beginning-to-turn-its-attention-to-superintelligence/

https://x.com/DrJimFan/status/1877068560310079685

https://polymarket.com/event/top-ai-model-on-december-31

https://polymarket.com/event/will-openai-announce-it-has-achieved-agi-in-2024

https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025

https://polymarket.com/event/google-forced-to-sell-chrome

https://polymarket.com/event/will-honda-and-nissan-merge

https://polymarket.com/event/largest-company-eoy

https://blog.google/technology/research/google-willow-quantum-chip/ https://www.cnbc.com/2024/12/11/why-ai-advancement-could-be-slowing-down.html https://www.youtube.com/watch?v=wT636THdZZo&list=WL&index=2&t=30369s https://x.com/jeremyphoward/status/1866583858298384454 https://x.com/bonegpt/status/1866844055096700998?s=46 https://www.nextplatform.com/2024/12/12/genai-races-ahead-but-enterprises-are-still-at-the-starting-line/ https://www.theregister.com/2024/12/10/ai_slop_bug_reports/?td=rt-3a https://x.com/simonw/status/1866942603020910866?s=46 https://inference.cerebras.ai/

https://arstechnica.com/gadgets/2024/12/intel-ceo-pat-gelsinger-steps-down-after-terrible-no-good-very-bad-year/

https://x.com/id_aa_carmack/status/1863999285588595174?s=46

https://www.techpowerup.com/329513/intel-18a-process-node-clocks-an-abysmal-10-yield-report

https://www.fabricatedknowledge.com/p/the-death-of-intel-when-boards-fail?utm_source=post-banner&utm_medium=web&utm_campaign=posts-open-in-app&triedRedirect=true

https://techcrunch.com/2024/12/03/huggingface-ceo-has-concerns-about-chinese-open-source-ai-models/

https://arstechnica.com/information-technology/2024/12/certain-names-make-chatgpt-grind-to-a-halt-and-we-know-why/

https://www.theverge.com/2024/12/4/24313130/sam-altman-openai-agi-lower-the-bar

https://deepmind.google/discover/blog/gencast-predicts-weather-and-the-risks-of-extreme-conditions-with-sota-accuracy/

• OpenAI deleting evidence https://www.theverge.com/2024/11/21/24302606/openai-erases-evidence-in-training-data-lawsuit
• NVIDIA says we're years away from AI we can largely trust https://www.businessinsider.com/nvidia-ceo-jensen-huang-ai-trust-several-years-2024-11
• Agentic is the new Big Data https://x.com/hortonhearsafoo/status/1860013651920347509
• AI barriers to adoption https://x.com/random_walker/status/1861045366595973461?s=46
• GenAI for SFX https://blogs.nvidia.com/blog/fugatto-gen-ai-sound-model/
• AI Grandma fights back https://cbsnews.com/news/ai-grandma-daisy-uk-anti-fraud-scammers-virgin-media-o2/